Filed September 7, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THOMAS WEISEL PARTNERS10+ years Service code 17 · EIN 94-3310172 ONE MONTGOMERY STREET, SUITE 3700 · SAN FRANSICO, CA 94104 | Pension Consulting | $225,602 |
BRADY MARTZ & ASSOCIATES2 years Service code 10 · EIN 45-0310328 401 DEMERS AVE, SUITE 300 · GRAND FORKS, ND 58208 | Accounting | $5,357 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,364 | $155,364+44.4% | $103,065+117.7% | $77,762+188.5% |
| Participation rate | 99.5% | 85.5%+14.0pp | 80.6%+18.9pp | 70.6%+28.9pp |
| Annual return | 8.76% | 19.01%-10.3pp | 23.95%-15.2pp | 31.27%-22.5pp |
| Employer contribution / active EE | $16,412 | $5,949+175.9% | $4,675+251.1% | $2,728+501.6% |
| Participant deferral / active EE | $3 | $8,482-100.0% | $6,625-100.0% | $4,651-99.9% |
| Admin fee / account holder | $890 | $503+77.1% | $9,349-90.5% | $433+105.6% |